GEORGE AND MARGARET MCLANE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GEORGE AND MARGARET MCLANE FOUNDATION (EIN 20-7373591)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431349349103178
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T14:40:29-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611166184PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRAMEL & ACKLEY PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1909 WRIGHTS SUMMIT PARKWAY STE 320AddressLine1Txt
CityFT WRIGHTCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207373591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE & MARGARET MCLANE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone5134797999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11106 RACE STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER WHEELERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTOPHERPersonFirstNm
Person LastWHEELERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE R HUHNPreparerPersonNm
PTINP01252352PTIN
Phone8593416700PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,255,544FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$490,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,192InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,192InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$368,881DividendsRevAndExpnssAmt
Dividends Net Invst Incm$368,881DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,947NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$433,807GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,947CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,200OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$959,220TotalRevAndExpnssAmt
Total Net Invst Incm$467,020TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$78,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,390AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$73,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$73,600OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$5,084InterestRevAndExpnssAmt
Interest Net Invst Incm$5,084InterestNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$11,020DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$21,174OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$20,838OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$212,106TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,684TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,051,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,051,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,263,556TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,684TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,051,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$304,336ExcessRevenueOverExpensesAmt
Net Investment Income$388,336NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$5CashBOYAmt
Cash EOY-$7CashEOYAmt
Sav And Temp Cash Invst BOY$553,480SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$612,604SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$612,604SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,740,130CorporateStockBOYAmt
Corporate Stock EOY$5,387,692CorporateStockEOYAmt
Corporate Stock EOYFMV$15,642,940CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$167,551LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,924LandBldgEquipAccumDeprecAmt
Land BOY$82,647LandBOYAmt
Land EOY$71,627LandEOYAmt
Total Assets BOY$6,376,252TotalAssetsBOYAmt
Total Assets EOY$6,071,916TotalAssetsEOYAmt
Total Assets EOYFMV$16,255,544TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,351,252NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,046,916NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$25,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$25,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,376,252TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,071,916TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,376,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,071,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,376,252TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$304,336ExcessRevenueOverExpensesAmt
Subtotal$6,071,916SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,071,916TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INCP2011-11-102023-09-19$71,088$5,588$65,500$65,500
EXXON MOBIL CORPP2011-09-112023-09-29$176,894$106,846$70,048$70,048
KINDER MORGAN INCP2023-10-17$104,345$223,996-$119,651-$119,651
MICROSOFT CORPP2011-09-112023-09-19$81,480$6,430$75,050$75,050
FieldValueIRS element (for citing)
Capital Gain Net Income$90,947CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,398InvestmentIncomeExciseTaxAmt
Subtotal$5,398SubtotalAmt
Tax Based On Investment Income$5,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,582EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,582TotalPaymentsAndCreditsAmt
Overpayment$184OverpaymentAmt
Applied To ES Tax$184AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MCLANEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksCHRISTOPHER WHEELERIndividualWithBooksNm
Phone5134797999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11106 RACE STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTOPHER WHEELER
2482 ROYALVIEW COURTCINCINNATIOH45244EXECUTIVE DI40.00$78,000$0$0
KRISTEN WHEELER
2482 ROYALVIEW COURTCINCINNATIOH45244TRUSTEE5.00$0$0$0
JAMES L WELLINGHOFF
30 EAST CENTRAL PARKWAY 1202CINCINNATIOH45244MEMBER0.35$0$0$0
MARILYN WELLINGHOFF
30 EAST CENTRAL PARKWAY 1202CINCINNATIOH45202VICE PRESIDE5.00$0$0$0
MARY GRUBER ENGLERT
708 WASHINGTON AVENUENEWPORTKY41017MEMBER0.35$0$0$0
ABIGAIL KORRELL
16 FOREST STREETSAUGUSMA01906MEMBER0.35$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONSDescription1Txt
Expenses1$1,051,450Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,813,177AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$188,837AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,002,014TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,002,014AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$225,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,776,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$738,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$738,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,398TaxBasedOnInvestmentIncomeAmt
Total Tax$5,398TotalTaxAmt
Distributable Before Adj$733,451DistributableBeforeAdjAmt
Distributable Before Ded$733,451DistributableBeforeDedAmt
Distributable As Adjusted$733,451DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,051,450ExpensesAndContributionsAmt
Qualifying Distributions$1,051,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$733,451DistributableAsAdjustedAmt
Undistributed Income PY$10,989UndistributedIncomePYAmt
Qualifying Distributions$1,051,450QualifyingDistributionsAmt
Applied To Year1$10,989AppliedToYear1Amt
Applied To Current Year$733,451AppliedToCurrentYearAmt
Remaining Distri From Corpus$307,010RemainingDistriFromCorpusAmt
Total Corpus$307,010TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$307,010ExcessDistriCyovToNextYrAmt
Excess From Current Year$307,010ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTOPHER WHEELERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11106 RACE STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5134293861RecipientPhoneNum
Recipient Email AddressGMMCLANEFD@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ART ACADEMY OF CINCINNATI
1212 JACKSON STREETCINCINNATIOH45202501(C)(3)ART EDUCATION$5,000
ARTWORKS
2460 GILBERT AVENUECINCINNATIOH45206501(C)(3)PROMOTING ART$20,000
BEHRINGER-CRAWFORD MUSEUM
1600 MONTAGUE RDCOVINGTONKY41011501(C)(3)PRESENTATION & STUDY OF NATURE, & AR$30,000
BETHANY HOUSE SERVICES
4769 READING ROADCINCINNATIOH45237501(C)(3)HOMELESSNESS PREVENTION$1,500
BREWERY DISTRICT CURC
1939 RACE STREETCINCINNATIOH45202501(C)(3)COMMUNITY URBAN REDEVELOPMENT$2,500
CET PUBLIC TELEVISION
1223 CENTRAL PARKWAYCINCINNATIOH45214501(C)(3)EDUCATION & ARTS$35,000
CINCINNATI CHILDREN'S HOSPITAL
3333 BURNET AVECINCINNATIOH45229501(C)(3)HEALTHCARE$2,500
CINCINNATI COMMUNITY TOOLBANK
1682 SEYMOUR AVENUECINCINNATIOH45237501(C)(3)NONPROFIT TOOL LENDING$2,000
CINCINNATI DEVELOPMENT FUND
1224 RACE STREETCINCINNATIOH45202501(C)(3)FUND REAL ESTATE UNDERSERVED MKTS$5,000
CINCINNATI LANDMARK PRODUCTIONS
4990 GLENWAY AVECINCINNATIOH45238501(C)(3)COMMUNITY THEATRE$2,500
CINCINNATI MEMORIAL HALL SOCIETY
1225 ELM STREETCINCINNATIOH45202501(C)(3)COMMUNITY ART CENTER$65,000
CINCINNATI PARKS FOUNDATION
4210OAK STREETCINCINNATIOH45219501(C)(3)NEIGHBORHOOD PARK PRESERVATION$3,000
CINCINNATI SYMPHONY ORCHESTRA
1241 ELM STREETCINCINNATIOH45202501(C)(3)MUSIC AND ARTS$45,000
CINCINNATI ZOO AND BOTANICAL GARDEN
3400 VINE STREETCINCINNATIOH45220501(C)(3)EDUCATION AND PRESERVATION$5,000
COMMUNITY MATTERS CINCINNATI
2104 ST MICHAELS STREETCINCINNATIOH45204501(C)(3)COMMUNITY SUPPORT$20,000
EGGSTRONG FOUNDATION
862 GORHAM DRIVECINCINNATIOH45245501(C)(3)CANCER AWARENESS AND RESEARCH$1,000
ELEMENTZ
1640 RACE STREETCINCINNATIOH45202501(C)(3)MUSIC/DANCE PROGRAM FOR YOUTH$35,000
FILM CINCINNATI
1106 RACE STREETCINCINNATIOH45202501(C)(3)PROMOTING AND CULTIVATING FILM$65,000
PALOOZANOIRE
19 W ELDER STREETCINCINNATIOH45202501(C)(3)SUPPORTING PEOPLE OF COLOR$5,000
FOREST HILLS FOUND FOR EDUCATION
7550 FOREST RDCINCINNATIOH45255501(C)(3)EDUCATIONAL ENRICHMENT$2,500
FRANCISCAN DAUGHTERS OF MARY
PO BOX 122089COVINGTONKY41012501(C)(3)FREE MEDICAL CLINIC$5,000
FRANKLIN CITY SCHOOLS
150 EAST 6TH STFRANKLINOH45005501(C)(3)CITY SCHOOLS$165,000
FREESTORE FOODBANK
112 E LIBERTY STREETCINCINNATIOH45202501(C)(3)COMMUNITY OUTREACH$15,600
GOOD SAMARITAN HOSPITAL FOUNDATION
375 DIXMYTH AVENUECINCINNATIOH45220501(C)(3)PHILANTHROPIC SUPPORT TO GOOD SAMARI$30,000
LET'S TALK WOMXN
5759 OLD FOREST LNWEST CHESTEROH45069501(C)(3)COLLAB OF WOMEN RESTAURANTEURS$3,000
LEVEL-UP CINCINNATI
6760 WOODLAND RESERVE COUMADEIRAOH45243501(C)(3)EDUCATION AND GUIDANCE$45,000
LLS
4370 GLENDALE MILFORD RDBLUE ASHOH45242501(C)(3)RESEARCH FOR BLOOD CANCERS$20,000
NEST
1546 KNOWLTON STCINCINNATIOH45223501(C)(3)COMMUNITY PRESERVATION$5,000
OAR OHIO ALLEYCAT RESOURCES
5619 ORLANDO PLACECINCINNATIOH45227501(C)(3)FELINE SPAY/NEUTER & ADOPTION CTR$10,000
OTR ADOPT
1311 VINE STREETCINCINNATIOH45202501(C)(3)PRESERVING ARCHITECTURE$5,000
OVER-THE-RHINE COMMUNITY HOUSING
114 W 4TH STREETCINCINNATIOH45202501(C)(3)HOUSING OUTREACH$30,000
PROKIDS
2605 BURNET AVECINCINNATIOH45219501(C)(3)CHILD ABUSE PREVENTION$50,000
ST JAMES- WHITE OAK SCHOOL
3565 HUBBLE RDCINCINNATIOH45247501(C)(3)EDUCATION$400
ST XAVIER HIGH SCHOOL
600 W NORTH BEND ROADCINCINNATIOH45224501(C)(3)EDUCATION$10,000
STARFIRE
5030 OAKLAWN DRIVECINCINNATIOH45227501(C)(3)TRAINING FOR MENTALLY CHALLENGED$10,000
SWEET CHEEKS DIAPER BANK
1400 STATE AVENUECINCINNATIOH45204501(C)(3)PROVIDE DIAPERS TO LOW INCOME$35,000
THE CHILDREN'S THEATRE OF CINCINNAT
4015 RED BANK ROADCINCINNATIOH45227501(C)(3)COMMUNITY THEATRE$25,000
THE MERCANTILE LIBRARY
414 WALNUT STREETCINCINNATIOH45202501(C)(3)LIBRARY$54,000
THE SALVATION ARMY
114 E CENTRAL PKWYCINCINNATIOH45202501(C)(3)COMMUNITY SUPPORT$25,000
UC FOUNDATION
PO BOX 19970CINCINNATIOH45219501(C)(3)COMMUNITY SUPPORT$15,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556501(C)(3)EDUCATION$5,000
WILLIAM S OLSON FOUNDATION
1209 SYCAMORE STCINCINNATIOH45202501(C)(3)CIVIC ORGANIZATION SUPPORT$10,000
WOMEN'S ALLIANCE INC
PO BOX 46386CINCINNATIOH45246501(C)(3)AFRICAN AMERICAN YOUTH SUPPORT$25,000
XAVIER JESUIT ACADEMY
1601 CALIFORNIA AVECINCINNATIOH45237501(C)(3)EDUCATION$100,000
XAVIER UNIVERSITY
3800 VICTORY PARKWAYCINCINNATIOH45207501(C)(3)EDUCATION$950
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,051,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Related Or Exempt Function Incm$2,200RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,192RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$368,881ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$90,947ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$459,828ExclusionAmt
Related Or Exempt Function Incm$9,392RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$469,220TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ED & JOANN HUBERT FAMILY FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11209 SYCAMORE STAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$490,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Amt$2,390Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
2 DESKTOP COMPUTERS2014-11-19$1,153$1,153200DB5.0000
SAMSUNG TV2015-04-24$1,105$1,105S/L5.0000
LEASEHOLD IMPROVEMENTS2015-07-01$165,293$82,646S/L15.0000$11,020

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,000 SH ABBVIE$320,486$464,910
7,500 SH AT&T INC.$182,575$125,850
12,000 SH AMAZON COM INC$157,922$1,823,280
8,000 SH APPLE INC.$148,417$1,540,240
400 SH APPLE INC
3,000 SH. BANK OF AMERICA CORP$24,325$101,010
4,000 SH. BRISTOL MYERS SQUIBB$116,860$205,240
1,666 SH. DOW INC.$43,896$91,363
2,500 SH. CHEVRON CORP$248,624$372,900
8,000 SH. COLGATE-PALMOLIVE$353,720$637,680
12,000 SH CORNING INC.$148,453$365,400
1,500 SH. DEERE & COMPANY$122,690$599,805
3,000 SH. DISNEY WALT COMPANY$190,735$270,870
2,500 SH DOMINION ENERGY$181,792$117,500
1,666 SH. DUPONT DE NEMOURS$64,443$128,165
3500 SH EXXON MOBIL CORP$249,307$349,930
1,500 SH EXXON MOBIL CORP
20,000 SH FIFTH THIRD BANKCORP$198,575$689,800
15,000 SH FORD MOTOR COMPANY$195,884$182,850
1,500 SH HOME DEPOT INC$265,379$519,825
7,000 SH. INTEL CORP$159,414$351,750
3,000 SH INTERNATIONAL PAPER CO$150,716$108,450
3,400 SH. JPMORGAN CHASE & COMPANY$110,346$578,340
2,500 SH. JOHNSON & JOHNSON$159,480$391,850
6,000 SH. KINDER MORGAN INC
5,000 SH. KROGER COMPANY$113,380$228,550
250 SH MICROSOFT CORP
6,750 SH. MICROSOFT CORP$203,532$2,538,270
5,000 SH. PNC FINANCIAL SERVICES$234,524$774,250
2,200 SH. PEPSICO INC$133,379$373,648
12,600 SH. PFIZER INC$217,664$362,754
4,000 SH. PROCTER & GAMBLE COMPANY$247,000$586,160
15,000 SH. U S BANCORP DE NEW$332,138$649,200
3,000 SH. VERIZON COMMUNICATIONS$112,036$113,100

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
2 DESKTOP COMPUTERS$167,551$95,924$71,627
SAMSUNG TV
LEASEHOLD IMPROVEMENTS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$846
MEALS & ENTERTAINMENT$128
MISCELLANEOUS$19,864

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Revenue And Expenses Per Books$2,200RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$73,600Amt
Net Investment Income$73,600NetInvestmentIncomeAmt

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